Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Since the poster presentation from the conference in the fall, I don't recall any mention of the study. While I am curious about the fate of the survivors since then, I don't think its very important. There is no way PEG gets approved on such little data. I think the best we can say from the 1b study is that it seems relatively safe and there is a strong suggestion of efficacy. I doubt a few longer term survivors would add much information. At this point, we need a larger N, not a longer T. There will be much more and much better data in a year or two from the Ph 2 studies that are resuming shortly. And while I would be very happy to see it discussed by the company, it isn't high on my list of what will drive the stock price.